2015-05-20 Release Notes

Changes for May 14, 2015 - May 20, 2015

Effective: Demo 05/21/2015; Weekly 05/29/2015; Monthly 06/05/2015

66087: Report filters on office fields have a new "Viewer's Office" checkbox option. As the name suggests, checking that option will filter the report on the office of the person running it. Office filters on existing reports may need to be deleted and re-added (just the filter, not the column) to pick this up.

67239: There is a new "Recommended Pro Bono Users" list view available for dynamic user section fronts and dynamic home pages. The list is comparable to the one on the Recommend Pro Bono User page on a case. Placing the list on a home page or section front allows viewing and filtering pro bono users without needing to go to a specific case and using the Recommend actions menu link. The Recommend link on cases has not been changed and will continue to function as is.

67239: There is a new Scopes of Service multi-select lookup field available in the Users module, and a corresponding Scope of Service lookup list.

67716: Sites can now create a dynamic section front for the Users module. This allows the oft requested ability to have Staff and Pro Bono tabs on the Users page, instead of Actions menu links to switch between the two lists. The new "Users" list view element can be be used twice (or more) in the same tab block with different default filters to achieve that result. For a list of pro bono users, the default Login Active = Yes filter can be removed in the custom default filters.

67746: Report filters on program fields have a new "Viewer's Program" checkbox option. As the name suggests, checking that option will filter the report on the program of the person running it. Program filters on existing reports may need to be deleted and re-added (just the filter, not the column) to pick this up.